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Union Pacific
UNP

Overview Fund Activity

1,845 hedge funds and large institutions have $76.7B invested in Union Pacific in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 629 increasing their positions, 847 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
-150
Holders Change %
-7.52%
% of All Funds
40.76%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.39%
New
103
Increased
629
Reduced
847
Closed
219
Calls
$859M
Puts
$694M
Net Calls
+$165M
Net Calls Change
-$238M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$393M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
5
Ameriprise
Ameriprise
Minnesota
+$186M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$584M
2
Capital World Investors
Capital World Investors
California
-$429M
3
Morgan Stanley
Morgan Stanley
New York
-$363M
4
JFA
Johanson Financial Advisors
California
-$344M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1176
ACG Wealth
Georgia
$693K -$101K -716 -13%
EM
1177
Excalibur Management
Massachusetts
$693K +$16.9K +120 +3%
JCM
1178
JS Capital Management
New York
$691K +$691K +4,900 New
SWM
1179
SeaCrest Wealth Management
New York
$686K -$75.1K -533 -10%
BWM
1180
BigSur Wealth Management
Florida
$686K +$8.32K +59 +1%
KWM
1181
Kingsview Wealth Management
Oregon
$682K +$6.49K +46 +1%
PCAP
1182
Pratt Collard Advisory Partners
New York
$681K – – –
TC
1183
Trust Company
Kansas
$680K -$124K -877 -15%
EA
1184
Elm Advisors
California
$677K – – –
WB
1185
Webster Bank
Connecticut
$674K -$21.1K -150 -3%
IC
1186
Inscription Capital
Texas
$674K -$14.1K -100 -2%
ALAM
1187
Asahi Life Asset Management
Japan
$673K +$70.5K +500 +12%
TYCC
1188
Texas Yale Capital Corp
Florida
$666K – – –
CSWG
1189
Cardinal Strategic Wealth Guidance
Kentucky
$665K -$328K -2,330 -33%
LSAG
1190
Lake Street Advisors Group
New Hampshire
$665K +$121K +861 +22%
RIM
1191
Redwood Investment Management
Arizona
$663K -$130K -919 -16%
SFG
1192
SevenBridge Financial Group
Pennsylvania
$663K – – –
CIM
1193
CIM Investment Management
Pennsylvania
$662K +$19.7K +140 +3%
ZCA
1194
Zeke Capital Advisors
Pennsylvania
$659K -$1.38M -9,802 -68%
PFBT
1195
Parkside Financial Bank & Trust
Missouri
$658K +$21.2K +150 +3%
AIC
1196
Archer Investment Corporation
Indiana
$657K +$50.1K +355 +8%
CFFP
1197
Center for Financial Planning
Michigan
$652K -$23.7K -168 -4%
PCA
1198
Peddock Capital Advisors
Massachusetts
$649K +$21.6K +153 +3%
CC
1199
Courier Capital
New York
$649K +$31K +215 +5%
HC
1200
HNP Capital
New York
$649K +$649K +4,496 New
46 47
48
49 50